How can I get a backup of all clients historical data in CAS database

Eager Accountants

• 18 February 2025 04:02

How can I get a backup of our full client database historical data 

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  Daniel Pham

  • 26 February 2025 05:59

  Hi there!
  
  Unfortunately backups for your CAS 360 database are not available.

  One solution suggested in the past involves downloading relevant reports to maintain a paper trail of the historical data, however I do understand some historical data can be difficult to locate in the reports.

  If reports do not cover the data you wanted to save, I would recommend either contacting BGL Support or your Account Manager to discuss what historical data you wanted to download. They can then advise if/how this can be accessed.

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